Example Report Comparing Content Types

By Portfolio

An example of how each portfolio can be compared - the gray line represents the overall average and the extending segments to larger dots represent the distance from the overall mean to the actual mean of each portfolio.

By Month

The above plot is now replicated without portfolio groupings for each month.

By Portfolio by Month

Finally, taking a look at each portfolio in each month. The text automation here is limitless - I can make it say certain strings in each section, such as specifying the worst performer in x month is y portfolio with an average of n that is n less than the overall average \(n_2\).

 

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